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Client Service Associate Jobs in Naperville, IL (NOW HIRING)

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 Employment Type: Full-Time Position Overview: The Financial Client Service Associate role involves working closely with ...

Real Soft

CW-SS-Client Service Associate

Chicago, IL · On-site

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company ...

Capgroup

Private Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

Axelon

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service. * Assist in the ...

Investortools Inc

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

Client Services Associate Investortools has been a leader in fixed-income technology for over four ... We're committed to creative problem-solving, excellent service, and a collaborative culture rooted ...

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Client Service Associate information

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$8

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How much do client service associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for client service associate in Naperville, IL is $16.99, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $19.09 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What cities near Naperville, IL are hiring for Client Service Associate jobs? Cities near Naperville, IL with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Naperville, IL as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,341 per year, or $17 per hour.

Client Service Associate

Ritholtz Wealth Management

Chicago, IL • On-site

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients.
Many RWM clients started as followers of the firm's substantial media and content footprint, which includes weekly podcasts that can be viewed on The Compound - YouTube.
Our employees enjoy being part of a dynamic team, meaning you will work with an innovative firm shaping the investing future. We provide better client outcomes through leading content & communication, technology solutions, and time-tested investment strategies. RWM has found its niche in reaching clients through entertaining and informative content and providing better solutions by taking on new opportunities. All while leaving its own personal footprint within the industry with conferences like the Future Proof Festival.
This position is Hybrid with regular travel to our office for in-person collaboration. Applicants must be in the greater Chicago area to be considered.
The salary base may range from $60,000 - $90,000. The salary offered will be determined by, but not limited to, experience, education, skill, location, and credentials.
A day in the life of a Client Service Associate can look like this:
  • Cultivating and enhancing new and existing client relationships through active communication, processing client requests, resolving inquiries, and providing guidance
  • Coordinating the client onboarding process, including opening brokerage accounts, establishing cashiering needs, setting up online reporting access, updating cost basis, tracking required minimum distributions, reconciling account information, and sending and receiving documents between clients and their advisors and investment custodians
  • Completing miscellaneous administrative tasks that support the client relationship as assigned by the Advisor and logging all activities in the firm's CRM promptly and accurately
  • Participate in special projects or assignments as needed to solve complex issues that may arise

This opportunity might be a good fit for you if:
  • You have client service experience working for an RIA
  • You pay attention to details
  • You are organized, and nothing falls through the cracks on your watch
  • You enjoy solving problems, taking on new challenges, and finding creative solutions
  • You enjoy helping clients achieve their financial goals
  • You write well, speak eloquently, and can explain just about anything to anyone
  • You think on your feet and love learning new things
  • You are motivated, driven, and always volunteering for new challenges
  • You are comfortable collaborating with diversified teams and roles

What you will do to succeed:
  • Have a minimum of 1 + year's experience at an RIA/Wealth Management firm
  • Have experience working with major custodians in a professional capacity, such as Fidelity and Charles Schwab
  • Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite
  • Bachelor or associate degree preferred
  • Bonus Skills: Experience using NetDocs & Docusign

What is great about us? We offer fantastic perks and benefits such as:
  • Great company culture
  • We embrace diversity and inclusion
  • Remote/Work from home
  • Comprehensive Benefits package
  • 401k with match
  • Generous time off
  • Paid Parental Leave
  • Support for Community Volunteering

Check out some of our footprints:
The Compound - The Compound brings you the latest in business, investing, economics, finance, and more! Michael Batnick, Josh Brown, Barry Ritholtz, Ben Carlson and the rest of the gang upload new videos weekly!
Animal Spirits -A podcast about markets, life & investing with Michael Batnick & Ben Carlson
Future Proof- A first-of-its-kind outdoor wealth management conference located on the boardwalk in Huntington Beach, CA, on the beach in Miami, and at a resort in Colorado Springs.
Compensation:
Based on qualifications and relevant experience.
How do we stay compliant?
We participate in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization.
Benefits:
  • 401(k)
  • 401(k) matching
  • Dental Insurance
  • Disability insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Ability to commute/relocate:
  • Chicago, IL: Reliably commute or planning to relocate before starting work (Required)

Experience:
  • Customer service: 1 year (Preferred)
  • RIA or Broker Dealer: 1 year (Preferred)

Apply